Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Koshan is a financial advisor with Ameriprise Financial Services, LLC. Sara has been in the industry since December 20, 2011. Sara is a Registered Representative and Investment Advisor Representative in New Jersey. Sara is also a Registered Representative in Texas. Sara has a Series 7, 63, and 66 licenses. Sara's office is located at 491 Bloomfield Ave Ste 104, Montclair, NJ, 07042. Sara has previously worked at RAYMOND JAMES & ASSOCIATES, INC., DEUTSCHE BANK SECURITIES INC. and JOHN THOMAS FINANCIAL. Sara is a Series 66 qualified financial advisor and is licensed to sell securities in Arizona, California, Delaware, Florida, Georgia, Hawaii, Nevada, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, Rhode Island, Texas, and Virginia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
01/24/2023 - Present
Ameriprise Financial Services, LLC (Montclair NJ)
NY
09/06/2016 - 07/12/2021
RAYMOND JAMES & ASSOCIATES, INC. (New York NY)
NY
03/08/2013 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
11/09/2011 - 01/24/2013
JOHN THOMAS FINANCIAL (NEW YORK NY)
BOTH
Issued 07/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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